Arete Wealth Advisors’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Arete Wealth Advisors’s Portfolio HYGW Stock Details HYGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-21,289	Closed	-$676K	–	751
2024 Q4	$676K	Buy	21,289 +1,033	+5%	+$33.4K	0.05%	331
2024 Q3	$664K	Buy	20,256 +5,360	+36%	+$175K	0.06%	301
2024 Q2	$488K	Buy	14,896 +2,594	+21%	+$85.3K	0.04%	396
2024 Q1	$413K	Buy	+12,302	New	+$412K	0.04%	313

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

EFH

Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arete Wealth Advisors's HYGW Position: Q1 2025 in Review

Arete Wealth Advisors sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2025, closing a stake of 21,289 shares — an estimated $676K sold.

Arete Wealth Advisors first reported a position in HYGW in Q1 2024 and held it in 4 quarters. The position peaked at $676K in Q4 2024. 68 funds tracked by Wall St. Rank hold HYGW as of Q1 2025.

Arete Wealth Advisors reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q1 2025 after selling out during the quarter.
Arete Wealth Advisors sold 21,289 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2025, an estimated $676K.
Arete Wealth Advisors first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q1 2024 and held it in 4 quarters.
Arete Wealth Advisors's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $676K in Q4 2024.
68 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.